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8.5.3 Searching for Upcoming Actions, Recalls and Notes for another Provider

  1. Click the Recall and Notes icon Recall Notes in the menu bar.
  2. In the Recall and Notes bar, under Other Settings, click Custom Search.
  3. Click dates in the Search for Results Between boxes.
  4. Select All or Specific Patient. If selecting Specific Patient, type the patient’s name in the Patient Name box to search for patient.
  5. Select a provider in the For Specific Provider list.
  6. Select options to Include Notes, To Do Recalls, and Completed Recalls.
  7. Select a Recall Format from the Recall Format list.